+5,919.9%
HON vs ALK
+770.6%
+5,149.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.8% |
| 7D | +0.8% | +9.0% | -8.3% | -1.6% |
| 30D | +5.7% | -1.6% | +7.4% | +5.9% |
| 3M | -8.3% | -23.2% | +14.9% | -2.4% |
| 6M | -2.4% | -3.9% | +1.5% | -2.7% |
| YTD | +9.0% | -22.6% | +31.6% | +13.6% |
| 1Y | +9.2% | -5.3% | +14.5% | +7.5% |
| 3Y | +26.3% | +18.6% | +7.8% | +11.4% |
| 5Y | +9.1% | -34.4% | +43.5% | +10.3% |
| 10Y | +163.4% | -40.8% | +204.2% | +150.7% |
| All | +5,919.9% | +770.6% | +5,149.3% | +1,983.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ALK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling